Our Relationship is With You. Not
your Money.

Our Relationship is With You. Not your Money.

The CJM Difference

Our CEO Charles Massimo spent twenty years at top financial firms, and what he learned on Wall Street was an emphasis on profits over clients’ best interests. Despite high-flying earnings, he saw his clients’ worth burst with the dot.com bubble. He also lost his life savings at the same time he became a father to newborn triplets.

Mr. Massimo decided to start his own firm. One focused on clients, not profits. And in 2003, CJM Wealth Management was born. Built upon Mr. Massimo’s personal integrity and vision, today CJM is one of the nation’s leading wealth management firms. On the strength of each client relationship, we have grown assets under management to nearly half a billion dollars.

The CJM Approach

Our CEO Charles Massimo discusses the CJM approach to investing and client relationships. And why he left Wall Street after two decades to start his own firm.

For two decades, Mr. Massimo served at top firms Shearson Lehman, New York Life and Merrill Lynch, culminating in a role as a senior investment officer at Smith Barney. In 2003, he launched his own firm, CJM Wealth Management, built on a passion for people, not profits.

Mr. Massimo has earned national recognition, including: America’s Select Financial Advisors, Long Island Premier Advisor by NABCAP, Reuters Top Advisor, Worth Magazine’s Top Wealth Advisors Nominee, and the prestigious “Outstanding CEO Award” from Long Island Business News. Best-selling author of Getting Off the Street – Sane Investment Advice from One of the Nation’s Leading Wealth Managers, he has been featured in the Wall Street Journal, New York Times, Newsday, Business Week, Worth Magazine and Crain’s New York Business, and has appeared on CBS News, NBC News, Fox News, and CNBC.com

Mr. Massimo has a daughter, and two autistic sons. He is the founder of Long Island Autism Communities, a non-profit addressing the housing crisis facing adults with autism. He is also deeply involved with organizations dedicated to autism, including: Life’s WORC, Pal-O-Mine Equestrian, Energeia Partnership, and Governor Cuomo’s Committee on Autism.

Mr. Massimo earned his Bachelor of Arts from Manhattanville College.

Peter Anastasian

Peter Anastasian

Managing Director

Managing Director

In 2006, Peter Anastasian joined CJM Wealth Management as the firm’s Managing Director. He brought with him deep expertise gained from ten years of experience in various financial advisory and investment management capacities, including a senior role at Smith Barney. In his role at CJM, Mr. Anastasian specializes in wealth management, asset protection and tax minimization strategies for affluent individuals and closely-held businesses. ​

He is widely-recognized for his expertise in retirement planning finance, which recently earned him recognition among Long Island Business News’ “Ones to Watch in Banking and Finance.” From asset protection, risk management and business succession planning, he advises individuals, business owners and retirement plan fiduciaries on how to optimize their retirement plans while reducing personal risk and exposure.